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South Plains Financial
SPFI

79 hedge funds and large institutions have $149M invested in South Plains Financial in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

14% more capital invested

Capital invested by funds: $130M → $149M (+$18.8M)

2.1% more ownership

Funds ownership: 29.13% → 31.23% (+2.1%)

0% more funds holding

Funds holding: 79 → 79 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
79
Holders Change
–
Holders Change %
0%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
28
Reduced
21
Closed
6
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RHCA
Rosenthal Henry Capital Advisors
Indiana
+$2.3M
2
Morgan Stanley
Morgan Stanley
New York
+$1.54M
3
American Century Companies
American Century Companies
Missouri
+$1.03M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.02M
5
BlackRock
BlackRock
New York
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
-$1.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$888K
3
B
Bailard
California
-$548K
4
ETC
Exchange Traded Concepts
Oklahoma
-$380K
5
PCM
Polaris Capital Management
Massachusetts
-$332K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$947K -$13K -477 -1%
Bank of America
27
Bank of America
North Carolina
$833K +$437K +16,080 +127%
Invesco
28
Invesco
Georgia
$805K +$82.4K +3,031 +12%
Citigroup
29
Citigroup
New York
$756K +$175K +6,418 +33%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$742K -$2.8K -103 -0.4%
Swiss National Bank
31
Swiss National Bank
Switzerland
$725K -$76.2K -2,800 -10%
ECA
32
Endeavour Capital Advisors
Connecticut
$702K – – –
PP
33
Prospector Partners
Connecticut
$672K – – –
Two Sigma Advisers
34
Two Sigma Advisers
New York
$666K -$70.7K -2,600 -10%
N
35
Nuveen
North Carolina
$628K +$142K +5,214 +32%
WHG
36
Westwood Holdings Group
Texas
$622K – – –
SO
37
STRS Ohio
Ohio
$547K – – –
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$507K -$1.82K -67 -0.4%
Truist Financial
39
Truist Financial
North Carolina
$459K -$8.79K -323 -2%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$441K +$2.39K +88 +0.6%
UBS Group
41
UBS Group
Switzerland
$428K +$172K +6,338 +75%
Legal & General Group
42
Legal & General Group
United Kingdom
$413K +$30.1K +1,108 +8%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$381K -$23.2K -853 -6%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$361K +$88K +3,236 +35%
AWM
45
Arista Wealth Management
Nevada
$353K – – –
Mariner
46
Mariner
Kansas
$340K +$15.5K +569 +5%
CS
47
Credit Suisse
Switzerland
$334K -$5.47K -201 -2%
Jane Street
48
Jane Street
New York
$307K +$288K +10,587 New
Goldman Sachs
49
Goldman Sachs
New York
$257K -$36.4K -1,339 -13%
GI
50
Gradient Investments
Minnesota
$251K – – –
1
2
3 4

SPFI Hedge Fund Activity: Q4 2023 in Review

79 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in South Plains Financial (SPFI) for Q4 2023, worth a combined $149M — up 14% from $130M a quarter earlier.

Fund positioning in SPFI was balanced in Q4 2023: 6 funds opened new positions, 6 closed out, 28 added to existing stakes and 21 trimmed.

The largest buyer was Rosenthal Henry Capital Advisors, opening a new position worth an estimated $2.3M. The largest seller was M3F Inc, cutting an estimated $1.5M.

  • 79 institutional investors held South Plains Financial (SPFI) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $149M of South Plains Financial stock for Q4 2023, up 14% quarter-over-quarter.
  • 6 funds opened new South Plains Financial positions in Q4 2023 and 6 closed out, a net change of 0 holders.
  • The largest South Plains Financial buyer in Q4 2023 was Rosenthal Henry Capital Advisors, an estimated $2.3M added.
  • The largest South Plains Financial seller in Q4 2023 was M3F Inc, an estimated $1.5M sold.

Based on aggregated 13F filings for Q4 2023.